Personalized in-app widgets
noCRM.io offers built-in personalized widgets to allow businesses to create a simple and seamless integration between their internal system and their noCRM account. More specifically, it enables them to display external information directly in noCRM.
1. The dashboard widget
It can be activated and defined in the Admin panel > Account management > User interface > Dashboard widgets section of your account. The Widget can be either HTML or IFRAME.
In the HTML mode, you can add any HTML content including javascript and IFRAMEs. You have access to some variables like the email address of the connected user, their name, and their ID. This can be very useful to display a link to sales documents or forms pointing to your internal information system.
The IFRAME mode allows you to point to an external resource on the web and can help you include some resources from your website directly in our app. The only constraint you have is that the URL of the IFRAME must be served under the secure HTTPS protocol. You can use any exposed variable in the URL of your IFRAME.
2. The lead widget
It can be activated in Admin panel > Integration > Built-in tools > Lead widget. The lead widget is displayed on the detailed view of each lead. Its purpose is to expose some of the lead's attributes, allowing you to retrieve and display information that is specific to this lead either from your own information system or from third-party services like social media platforms or Google Maps.
Let's suppose that you have in your own information system some specific information about a prospect, such as the fact that they interacted with your support team, or that have previously bought a product or how often did they come to your website or any other relevant data you could have; with this widget you will be able to display this information directly on the lead's detail page.
You can only have one active lead widget, but as you can edit its HTML it can be multipurpose. See our blog post on how to embed a Google Maps
For more on how to display information from another service you use inside your noCRM leads, please read this page.
